CWM
Crowley Wealth Management Portfolio holdings
AUM
$110M
1 Year Est. Return
–
AUM
$105M
AUM Growth
-$8.45M
(-7.4%)
Holding
451
Top Buys
| 1 | +$121K | |
| 2 | +$118K | |
| 3 | +$115K | |
| 4 |
ARTY
iShares Future AI & Tech ETF
ARTY
|
+$80.2K |
| 5 |
Invesco AI and Next Gen Software ETF
IGPT
|
+$68.4K |
Top Sells
| 1 | +$184K | |
| 2 | +$169K | |
| 3 | +$147K | |
| 4 |
Medtronic
MDT
|
+$140K |
| 5 |
Duke Energy
DUK
|
+$129K |
Sector Composition
| 1 | Healthcare | 17.79% |
| 2 | Technology | 16.75% |
| 3 | Consumer Discretionary | 15.71% |
| 4 | Industrials | 10.64% |
| 5 | Financials | 9.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.74T
| $11M | 10.48% |
49,535
-263
|
|
||
2
AbbVie
ABBV
$406B
| $5.3M | 5.05% |
25,308
-549
|
|
||
3
Lowe's Companies
LOW
$137B
| $5.28M | 5.03% |
22,631
-279
|
|
||
4
JPMorgan Chase
JPM
$810B
| $4.3M | 4.1% |
17,547
-239
|
|
||
5
Tesla
TSLA
$1.46T
| $4.22M | 4.02% |
16,268
+214
|
|
||
6
Home Depot
HD
$390B
| $4.14M | 3.94% |
11,294
-103
|
|
||
7
ProShares Ultra S&P500
SSO
$7.58B
| $4.04M | 3.85% |
48,755
|
|
||
8
Microsoft
MSFT
$3.82T
| $3.9M | 3.72% |
10,399
-232
|
|
||
9
ProShares Ultra QQQ
QLD
$9.91B
| $3.87M | 3.69% |
43,555
|
|
||
10
Amgen
AMGN
$161B
| $3.07M | 2.93% |
9,854
-163
|
|
||
11
Walt Disney
DIS
$199B
| $3.04M | 2.9% |
30,850
-1,869
|
|
||
12
Stryker
SYK
$143B
| $2.62M | 2.49% |
7,026
-100
|
|
||
13
Abbott
ABT
$224B
| $2.48M | 2.36% |
18,698
-440
|
|
||
14
Berkshire Hathaway Class B
BRK.B
$1.06T
| $2.43M | 2.32% |
4,568
-144
|
|
||
15
ProShares Ultra Russell2000
UWM
$268M
| $2.31M | 2.2% |
69,200
|
|
||
16
FedEx
FDX
$56.1B
| $2.22M | 2.11% |
9,090
-250
|
|
||
17
Amazon
AMZN
$2.27T
| $2.16M | 2.05% |
11,329
-353
|
|
||
18
Visa
V
$664B
| $1.47M | 1.41% |
4,208
-100
|
|
||
19
SPDR S&P 500 ETF Trust
SPY
$660B
| $1.4M | 1.34% |
2,509
+2
|
|
||
20
United Parcel Service
UPS
$73.2B
| $1.35M | 1.28% |
12,259
-858
|
|
||
21
RTX Corp
RTX
$211B
| $1.2M | 1.14% |
9,037
-118
|
|
||
22
Rockwell Automation
ROK
$39.1B
| $1.11M | 1.06% |
4,295
-359
|
|
||
23
Alphabet (Google) Class C
GOOG
$3.07T
| $1.08M | 1.03% |
6,940
-441
|
|
||
|
24
Duke Energy
DUK
$99.9B
| $1.06M | 1.01% |
8,656
-1,059
|
|
||
25
Mastercard
MA
$507B
| $949K | 0.9% |
1,731
-49
|
|